co-pay

Tips for Improving Copay Collection

Submitted by Laureen Lazarovici on Mon, 03/19/2018 - 15:45
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LSR-1658
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Let's face it: collecting copayments can make some employees feel squeamish. Use these tips to help your team members improve their comfort level and help keep Kaiser Permanente affordable. 

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Laureen Lazarovici
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Download the Tip Sheet

Want a colorful tip sheet with these ideas to hand out and post on bulletin boards? Download one here!

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Tips for Improving Copay Collection
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Putting employees, patients at ease while keeping affordability in mind
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Keeping the affordability point on the Value Compass in mind, unit-based teams are taking a hard look at the obstacles to collecting copayments and conducting small tests of change around proposed improvements. New practices like these are generating hundreds of thousands of dollars in new revenue.

  1. Educate employees about the importance of copay collection.
  2. Train employees in how to ask for payment. Use role playing to help them become more comfortable with asking for payments, and create and distribute talking points or scripts.
  3. Provide visual reminders for members to check in at the front desk, so a receptionist can determine if a copayment is due.
  4. Post a sign with a telephone number directing patients with questions about co-payments and financial concerns to a financial counselor.
  5. Call patients a week in advance of a scheduled procedure to advise them a copay will be due and, if possible, to collect it before they are admitted.
  6. Add the copayment amount to patient’s outstanding balance and ask for the total amount. If balance is $100 or more, ask for payment on the account.
  7. Refer patients who can’t afford to pay to facility-based financial counselors.
  8. Station a full-time financial counselor in the Emergency Department.
  9. Make sure financial aid applications are processed promptly by having co-workers share the load. Report workload status at weekly huddles.
  10. Create a uniform note-taking system for financial forms and assign a counselor to every patient referred to financial services.

 

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Turning Copay Collections Into a Team Effort

Submitted by Shawn Masten on Wed, 06/01/2011 - 14:14
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Turning Copay Collections Into a Team Effort
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Southern California admitting team becomes one of the highest copay collectors in the region
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When the Anaheim Medical Center Admitting department unit-based team set out to increase its collection of inpatient hospital copayments, it had several hurdles to overcome.

Some staff members had to get comfortable with asking for money from patients. Others had to learn how to calculate copayments. They also needed to notify Admitting of a patient’s pending discharge so copayments could be collected at the point of service.

And since the team goal of collecting copayments didn’t always dovetail nicely with individualized goals, that put some staff members at odds.

“We had created this unhealthy competition,” admitting supervisor/manager and union co-lead David Jarvis says.

They also had the problem of convincing staff members in other departments that collecting copayments from hospitalized patients was not a bad thing.

"They used to think of me as Public Enemy No. 1," says Patti Hinds, a financial counselor and member of SEIU UHW.

To educate and motivate staff members about the importance of collecting copayments, the unit-based team held a kickoff meeting in January 2010.

Staff members who were good at collecting and calculating copayments were deemed “master users” and received training so they could help their peers learn to correctly calculate amounts due. They also got pointers on speaking with patients about the money they owed.

"We wrote scripts, we role-played and, as people did it more, they became more comfortable with asking for money and with knowing when it is appropriate to do so," admitting clerk, SEIU UHW Patricia Hartwig says.

The team also had to teach staff members in other departments about the benefits of copayment collection.

"We showed them the bottom-line connection between revenue collection and their paychecks," Hartwig says.

Better working relationships developed between admitting department staff and the nursing units, prompting nurses to contact admitting staff more consistently before patients are discharged.

"They came to realize we’re not the 'bad guys,' " says financial counselor Marcela Perez, an SEIU-UHW member.

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UBT labor co-lead Pat Hartwig, SEIU UHW, shows off her team project at the Orange County UBT fair.
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pdsa_oc_amc_admitting_revenue
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Long Teaser

This Southern California Admitting team tackles the touchy subject of copay collection head on and becomes one of the highest collectors in the region.

Communicator (reporters)
Non-LMP
Editor (if known, reporters)
Tyra Ferlatte
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Management co-lead(s)

David Jarvis, David.L.Jarvis@kp.org

Union co-lead(s)

Patricia Hartwig, Patricia.L.Hartwig@kp.org

 

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